Field Sales Executive
Skywings Advisors Private Limited
Chandigarh, India
2d ago

Job Description

Key Responsibilities :

Service through relationship management

Establishing and strengthening relationship with the allocated customer base.

Ensure retention of in his / her allocated Book of Relations (existing customer database).

Act as single point of contact for customers for any customer query / complaint.

Identify financial goals of customers and providing financial planning assistance.

Competition Analysis for giving professional advice to customer

Fix self appointments everyday from the given customer database as per the campaign


Focus on cross-sell & up-sell opportunity in allocated customers.

Ensure successful completion of licensing as per MLI standards


TAT adherence for updating System CRM Next

Successful completion of cross-sell / up-sell Business Goals month on month

Collection of payment / premium from 91-180 days due policies

Complaint Resolution / Customer satisfaction

Achievement of Retention Targets.

45 unique customer meetings in a month

More than 90% attendance (of total working days)

Successfully score >

80% in the Functional Trainings imparted


5 2 years in sales of Insurance / Mutual Fund / CASA / Investments / Loans / Real Estate.

Minimum 6 months exposure to Life Insurance

Age Bracket : 25-30 years

Must own a conveyance

Key Skills

  • Field Sales Executive
  • Field Marketing
  • Customer Relationship Executive
  • Functional Area

    Sales & Marketing / Business Development / telecaller


    Professional Degree, Any Bachelor Degree

    About Skywings Advisors Private Limited

    Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry.

    We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT / Software, E-Commerce & Internet .

    rnrnWe strive to achieve the same level of understanding you have about your business. To that's paramount.

    But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.

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